Defense
Commented by Fabian Lorenz on July 17th, 2025 | 07:10 CEST
Armament stocks make a splash! RENK, DroneShield, Volatus Aerospace - Drones instead of tanks?
A major shake-up in the defense industry! KNDS is set to go public later this year, and the German federal government may participate in the IPO, which would also result in an indirect stake in RENK. KNDS has a stake in the gearbox specialist, and the two companies are jointly building the Leopard 2, among other things. But are tanks still relevant? The war in Ukraine has at least exposed their vulnerability and ushered in the age of drones. Volatus Aerospace and DroneShield are benefiting from this, with their shares having multiplied in recent months. However, more and more orders are now coming in from NATO. Revenue and profits are likely to explode in the coming years.
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Commented by Fabian Lorenz on July 17th, 2025 | 07:00 CEST
300% share Almonty Industries: What is next? Strategic partnerships like MP Materials?
Following its NASDAQ listing on Monday, things have quieted down somewhat for high-flyer Almonty Industries - a healthy pause after a year-to-date rally of over 300%. This may even present a buying opportunity or a chance to increase positions. The tungsten gem is likely to generate significant positive news flow in the coming months, including the production start at its tungsten mine in South Korea, new analyst coverage, and possibly even a strategic partnership, similar to what MP Materials achieved. The latter recently made headlines with a US government investment and a partnership with Apple. Although tungsten is not classified as a rare earth element, it can be considered just as critical for defense and high-tech applications.
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Commented by Fabian Lorenz on July 16th, 2025 | 07:25 CEST
WINNING STOCKS for the second half of the year!? Rheinmetall, Bayer, and Hotstock PanGenomic Health
Hard to believe: Bayer shares are among the winners in 2025. And even the news flow is positive. Does the Leverkusen-based company even have a new blockbuster in the pipeline? What do analysts say? PanGenomic Health shares could be among the stars of the second half of the year. With a new health app, the Company is entering a billion-dollar market in the US and benefiting from the Trump administration. If it succeeds in securing market share, the stock should have plenty of upside potential. Analysts believe that the air is getting thinner for Rheinmetall shares. However, it is likely only a matter of time before the EUR 2,000 mark is broken.
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Commented by Armin Schulz on July 16th, 2025 | 07:00 CEST
Nasdaq listing & USD 90 million: Almonty Industries plans its next steps and ensures further growth
With its move to the NASDAQ, Almonty Industries has completed its "Americanization". Following listings in Toronto and Sydney, the tungsten specialist is now in the spotlight of the largest capital markets. The stock market bell was probably heard in Beijing as well. The move to the NASDAQ is a logical step following the Company's relocation of its headquarters to Delaware and the appointment of high-ranking US military strategists to its board of directors. The 20 million new shares generated USD 90 million in revenue. The task now is to channel the money into mines, processing, and reserves in order to build up the entire value chain outside China. This scenario opens up opportunities for growth-oriented investors.
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Commented by Stefan Feulner on July 15th, 2025 | 07:05 CEST
Nasdaq-listed Almonty Industries receives substantial cash injection
Tungsten specialist Almonty Industries has capitalized on the momentum. Geopolitical risks and growing global concerns about raw material and security supply chains are increasingly leading Almonty to be seen as a reliable supplier and key provider of this critical metal in the West. With its listing on the US Nasdaq stock exchange, a significantly oversubscribed capital increase, and gross proceeds totaling USD 90 million, the Canadian company has moved up to a new league. It is now on a par with billion-dollar companies such as MP Materials in terms of securing scarce raw materials.
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Commented by Fabian Lorenz on July 15th, 2025 | 07:00 CEST
Attention! MULTIPLICATION potential! Hensoldt, D-Wave, and naoo shares with Buy recommendations
German defense stocks appear to have quickly ended their consolidation phase. Driven by Buy recommendations, they are marching back toward their all-time highs. Hensoldt is recommended by Deutsche Bank, among others. However, the Company could face significant challenges ahead! Meanwhile, there is a bombshell from naoo: for the first time, analysts have taken a closer look at the Swiss social media insider tip. Experts see strong growth in the coming years and believe a multiplication of the stock price is possible. D-Wave's share price has already multiplied. Nevertheless, analysts see further upside potential for the quantum high-flyer.
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Commented by Nico Popp on July 14th, 2025 | 07:20 CEST
Following in the footsteps of MP Materials: Why Almonty Industries is a potential global market leader
The stock market high-flyer of 2025 is tungsten producer Almonty Industries – with returns of more than 400% this year alone, the figures speak for themselves. But has the market fully grasped the whole story behind this unique tungsten company, which has been battling China's dominance in the complex market for this metal used in defense and high-tech applications for over ten years? We shed light on the background and explain why Almonty Industries is a potential global market leader.
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Commented by Stefan Feulner on July 14th, 2025 | 07:15 CEST
Salzgitter AG, Argo Graphene Solutions, Huntington Ingalls Industries – In the right place at the right time
Driven by geopolitical tensions, billions are flowing into new defense technology. At the same time, a massive infrastructure program is underway – from rail networks to the energy transition. What is being sold politically as security and progress is fueling speculation on the stock market. Defense companies and construction groups are moving into the spotlight of investor interest. Both sectors are benefiting from long-term contracts and government support. Despite the recent boom, many companies still have moderate valuations and offer further upside potential.
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Commented by Fabian Lorenz on July 14th, 2025 | 07:10 CEST
Siemens Energy gifted away? RENK is betting on AI! First Hydrogen shares rally 100%!
The opportunities of hydrogen and nuclear power in one stock? First Hydrogen offers just that. Over the past 4 months, the stock has more than doubled. Nevertheless, it still does not appear to be expensive, as the global hunger for energy and thus the potential for First Hydrogen is huge. This energy demand is also driven by the AI hype, which is causing data centers to spring up like mushrooms. RENK is turning to artificial intelligence for the future. The Company may focus even more on defense going forward. Analysts view this positively. Siemens Energy shares have increased more than tenfold in recent years. But is the core business still being offered for free? A look at India suggests this might be the case. A buying opportunity?
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Commented by André Will-Laudien on July 14th, 2025 | 07:05 CEST
Stock market correction? Gold target raised to USD 4,500 – Barrick, Sranan Gold, Rheinmetall, and Strategy
The time seems ripe for new positions. While the major indices DAX-40 and NASDAQ recently reached new highs, gold, silver, and Bitcoin are about to open entirely new chapters. At over USD 38.50, silver recently hit a 14-year high, and chart analysis now indicates a breakout. Bitcoin, often referred to as digital gold, also hit new highs with prices above USD 118,000. Arguments such as war, debt and inflation are causing investors to flee to safe havens. In the equity sector, defense and high-tech stocks with AI exposure are among this year's best performers. Investors should slowly start to slow down here, as the risk of a correction is increasing. Those investing in gold should consider adding stocks like Barrick Mining and First Majestic Silver to their portfolio, but Sranan Gold is an absolute buy. We are becoming increasingly skeptical about Rheinmetall, as the momentum has run out! We can help you restructure your portfolio.
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